fdic

FDIC-Insured - Backed by the full faith and credit of the U.S. Government

About our office

The Kansas City team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep knowledge working with business owners, retirees and wealth builders; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management Team

Tamarra Anthony

Private Wealth Advisor
816-652-3750

Bio page Contact Tamarra

Mark Dunker

Private Wealth Advisor
651-281-2654

Bio page Contact Mark

Barry Nelson

Private Wealth Advisor
816-652-3733

Bio page Contact Barry

Eric Savio

Private Wealth Advisor
816-652-3732

Bio page Contact Eric

Adrian Santana

Private Wealth Advisor
816-652-3747

Bio page Contact Adrian

Kimberly Smith

Private Wealth Advisor
816-652-3734

Bio page Contact Kimberly

Chad Treaster

Private Wealth Advisor
816-652-3720

Bio page Contact Chad

Our leadership

“The ultimate goal is to help clients find peace of mind. We listen to their dreams and goals and help them execute on all the details toward making it happen, providing guidance, advice and expertise along the way.”

 

– Kelli Glynn, Market Leader, Kansas City/NW MO and Kansas

Community involvement

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in our community, we’ve provided $2 million in U.S. Bank Foundation and corporate giving and 12,000 in volunteer hours. Our team is actively involved in providing support through the Kansas City Chiefs, Kansas City Royals, Sporting Kansas City and others.

Our services

Wealth planning Investment management Banking
Trust and estate services Business planning Charitable giving
Insurance Specialty asset management

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights from our experts

Market news

Read our up-to-date reports on economic events and news from the markets.

Browse updates

Growth strategies for business owners

Discover the best strategies to grow and expand your business, whether it’s through marketing, partnerships, outsourcing or acquisitions.

Read article

How to maintain your lifestyle in retirement

Seven financial strategies that can help you work toward the retirement you want.

Read article

Disclosures

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit • Not FDIC insured • May lose value • Not bank guaranteed • Not insured by any federal government agency.

U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

For U.S. Bank:

U.S. Bank is not responsible for and does not guarantee the products, services or performance of U.S. Bancorp Investments, Inc.

U.S. Bank does not offer insurance products. Insurance products are available through our affiliate U.S. Bancorp Investments.

For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.